Financial Wellness Coach for Community & Workshops

Aumni; Wilmington (DE); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive total rewards package

Base salary determined by role,经验, and

Benefits package including health care

Retirement savings plan

Tuition reimbursement

Job summary

Chase is seeking a Financial Health Coach within Community & Business Development to deliver practical, scalable financial health workshops across organizations and communities. You will translate complex topics into clear guidance for individuals, families, small businesses, and homebuyers, in person or virtually.

You'll collaborate across teams, maintain certification, tailor content for diverse audiences, and travel nationally as needed to support programs.

Qualifications

• Certified Financial Health Coach or able to obtain certification within 6 months of hire.
• Bachelor’s degree in Business, Finance, Education, Social Work, or a related field.
• 3 years of experience in financial education, coaching, training, or a related role.
• Experience delivering workshops or presentations to large audiences (1,000+ participants).
• Strong facilitation and presentation skills, with the ability to simplify complex financial topics.
• Ability to tailor content for individuals, families, small businesses, and mortgage-related topics.
• Proficiency with virtual learning and digital communication platforms used to deliver remote sessions.
• Strong written and verbal communication skills and the ability to build rapport with diverse audiences.

Responsibilities

• Deliver financial health workshops to large audiences in organizations and communities, in-person and virtually.
• Facilitate sessions for individuals, families, small businesses, and mortgage clients using the Chase Money Skills curriculum.
• Provide accessible workshops by delivering in multiple languages and tailoring communication to audience needs.
• Maintain Financial Health Coach certification and complete ongoing training and professional development.
• Adapt workshop content and facilitation style for diverse communities and learning preferences.
• Travel nationally or connect virtually to support scheduled programming as needed.
• Partner with Business Development Managers to support relationship-building and acquisition efforts with middle market and commercial bank teams.
• Collect participant and stakeholder feedback and report outcomes to support continuous improvement.
• Organize and manage multiple workshops and initiatives simultaneously while meeting timelines and quality expectations.
• Promote a strong controls environment by following risk and control expectations, procedures, and processes.

Skills

Facilitation

Presentation

Communication

Multilingual (languages)

Education

Bachelor’s degree in Business, Finance, Education, Social Work, or related field

Master’s degree in Business, Finance, Education, Social Work, or related field

Tools

Virtual learning platforms

Job description

Chase is seeking a Financial Health Coach within Community & Business Development to deliver practical, scalable financial health workshops across organizations and communities. You will translate complex topics into clear guidance for individuals, families, small businesses, and homebuyers, in person or virtually.

You'll collaborate across teams, maintain certification, tailor content for diverse audiences, and travel nationally as needed to support programs.